RIA Intel›Advisers›California›CANTERBURY CONSULTING INCORPORATED

CANTERBURY CONSULTING INCORPORATED

Advisory

N·NEWPORT BEACH, CA

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM

$45.9B

1-Year AUM Growth

+22.8%

3-Year CAGR

+8.6%

Employees

25

Assets Under Management

Total AUM$45.9B

Discretionary AUM$4.1B

Non-Discretionary AUM$41.7B

Discretionary %9%

Total Clients167

Team

Total Employees25

Investment Advisers64

Employee Growth (1Y)+10.5%

Filing History

Total Filings on Record74

First FilingApr 30, 2001

Latest FilingMar 26, 2026

🔒 Full AUM trend chart and 74 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CANTERBURY CONSULTING INCORPORATED

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.